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A Goal Setting Worksheet: 9 Critical Questions

Checklists are wonderful tools for systematically completing tasks. Filling out a familiar worksheet or answering a series of repeated questions helps train our mind to anticipate the process, making intimidating tasks more accessible. With that in mind, here are 9 critical questions to help you with achieving goals. What’s the…
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Excel Template or Macro? When to use each!

A lot of Excel users are confused about when to use macros and when to create templates.  A macro is a recording of formatting changes and other steps that can be replayed quickly. A template is a pre-formatted spreadsheet with headers and formulas – awaiting your data. I find that…
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Calculations Without the Formulas!

Some people use Excel because they LIKE numbers and math. Some use Excel because they DON’T! Nick counts on Excel to do the mathematical heavy lifting. He needs to calculate rows of data, but the thought of creating formulas and then checking the answers seems daunting. If you feel the…
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Hidden Security Options in Excel

If you have any experience in Excel, then you have probably found a few reasons to want to secure your workbooks.  Here’s an example of what happened to Mary.  She spent weeks making the perfect worksheet for her sales team to collect data about their sales.  Then, accidentally, one of…
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Understanding the Project Management Process

Successfully guiding projects from initiation to implementation requires a balance of knowledge, skills, tools and techniques [1]. One of the best ways to make sure a project has the best possible outcome is to understand the processes involved in effective management. Projects can be divided into six phases [2]. Initiation…
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Project Management Techniques for Career Development

As a project manager, you may have a stable team that stays with you from project to project, or you may have different team members for each project. Regardless of whether your team is permanent or temporary, as the project manager, you have both the opportunity and responsibility to engage…
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Five of the Best Online Project Management Tools

While it's possible to guide projects with nothing more than whiteboards and email, most complex projects require software to track all the moving parts. In a dynamic work environment, online and cloud-based tools offer the most flexibility for the cost. There are hundreds of applications to choose from, but these…
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Create a Custom AutoFill Series in Excel

Excerpted from QuickClicks Microsoft Excel 2016 Reference Guide You have a set of offices and sales regions, products and specific business time units (quarters, semi-annual) that you enter repeatedly. AutoFill would be helpful, but the default AutoFill lists do not contain these terms. What can you do? Create a customized…
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DOL Penalized for Overtime Violations (Video)

Lisa Smith discusses the Department of Labor being penalized for overtime violations in the video below. Transcript Wage and hour issues are a serious subject with the Department of Labor. No employer wants to be in a position to pay heavy fines and penalties because they violated overtime laws or…
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Spotlight Excel Formula: Convert Text to Numbers

Numbers stored as text can present problems for lookup formulas and regular calculations. There are a few ways to convert Text to Numbers in Excel using a formula. We’ll look at three separate scenarios and see how we can use a formula to make things work the way they should.…
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